Roehl & Yi Investment Advisors’s British American Tobacco BTI Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$472K	Buy	7,640 +402	+6%	+$24.3K	0.16%	118
2026 Q1	$423K	Buy	7,238 +1,116	+18%	+$66K	0.16%	106
2025 Q4	$347K	Buy	6,122 +43	+0.7%	+$2.35K	0.14%	121
2025 Q3	$323K	Buy	6,079 +53	+0.9%	+$2.88K	0.14%	122
2025 Q2	$285K	Hold	6,026	–	–	0.15%	121
2025 Q1	$249K	Hold	6,026	–	–	0.14%	129
2024 Q4	$219K	Buy	+6,026	New	+$218K	0.12%	135

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Roehl & Yi Investment Advisors's BTI Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its British American Tobacco (BTI) stake by 5.6% in Q2 2026, buying an estimated $24.3K and bringing the position to 7,640 shares worth $472K. The position accounts for 0.16% of the portfolio, ranked #118.

Roehl & Yi Investment Advisors first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 903 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Roehl & Yi Investment Advisors held 7,640 shares of British American Tobacco worth $472K as of Q2 2026.
Roehl & Yi Investment Advisors bought 402 British American Tobacco shares in Q2 2026, an estimated $24.3K.
British American Tobacco made up 0.16% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #118 holding.
Roehl & Yi Investment Advisors first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
903 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.